韩国数据中心 Elice IPO 首日跌超 30%，布伦特原油突破 $111
South Korean IPO slump adds to AI market jitters as Brent crude tops $111
South Korean data center company Elice closed at 60,500 won on its first day of listing, down more than 30% from the issue price of 90,500 won. Previously, retail subscriptions were oversubscribed by more than 400 times; the IPO raised approximately $151 million and was valued at approximately $755 million. South Korea's KOSPI fell nearly 4% on the day, and CoreWeave's US stocks fell another 3% before the market opened; Brent crude oil rose above $111, the highest since May.
AI infrastructure companies' shares broke sharply on their first day of listing, indicating rising market concerns about returns on high-valued technology investments, which may curb risk appetite and affect foreign exchange market sentiment in a phased manner. At the same time, Brent crude oil rose above US$111 per barrel, and rising energy costs may strengthen expectations of sticky inflation. It is worth paying attention to its potential impact on the policy paths of major central banks and the safe-haven properties of gold.
韩国数据中心 Elice 首日下跌三成与 CoreWeave 盘前续跌同现，为判断 AI 基础设施投入回报提供具体案例。
来源：CoinDesk · coindesk.com